Clough Capital Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Clough Capital Partners’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-90,700	Closed	-$852K	–	172
2022 Q4	$852K	Buy	+90,700	New	+$876K	0.09%	132
2022 Q3	–	Sell	-63,917	Closed	-$660K	–	90
2022 Q2	$660K	Buy	+63,917	New	+$684K	0.09%	72
2020 Q2	–	Sell	-208,300	Closed	-$2.2M	–	139
2020 Q1	$2.2M	Buy	208,300 +69,200	+50%	+$857K	0.27%	65
2019 Q4	$1.84M	Buy	+139,100	New	+$1.78M	0.16%	74
2015 Q3	–	Sell	-86,600	Closed	-$1.17M	–	205
2015 Q2	$1.17M	Hold	86,600	–	–	0.04%	143
2015 Q1	$1.25M	Buy	+86,600	New	+$1.23M	0.04%	167

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return